+8.7%
VCIT vs ETHA
-44.8%
+53.5%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.3% | +3.2% | -0.1% |
| 7D | -1.4% | -12.5% | +11.1% | -1.3% |
| 30D | +0.6% | -19.8% | +20.4% | +0.8% |
| 3M | -2.2% | +3.1% | -5.3% | -2.3% |
| 6M | -2.3% | -13.8% | +11.5% | -2.2% |
| YTD | -2.2% | -34.6% | +32.4% | -1.9% |
| 1Y | -1.4% | -38.7% | +37.3% | -1.0% |
| All | +8.7% | -44.8% | +53.5% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ETHA.
Daily Out/Under-Performance
Portfolio return minus ETHA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETHA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ETHA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling